Retail investors sold $96 million of Apple stock over Thanksgiving week, making it the only Magnificent 7 member to see outflows. The perception that Apple is behind in artificial intelligence is driving a broader cooling of enthusiasm.
The AI boom is creating a massive shortage of computer memory chips. Companies like OpenAI are buying billions of dollars worth, directly competing with manufacturers of laptops, smartphones, and game consoles for the same supply.
Nothing is opening a new $5 million community investment round on December 10, letting users buy shares at its Series C valuation of $1.3 billion. The company says it’s now “IPO-ready” in three years and has crossed $1 billion in cumulative revenue.
Amazon is accelerating its custom silicon push with the announcement of Trainium4. The move signals a deeper commitment to improving AI unit economics and competing with Google’s TPU model. The company also revealed massive scale on its Bedrock platform.
AI’s hunger for data is overwhelming traditional network switches. The proposed fix is co-packaged optics, or CPO, which bakes the optics directly into the switch silicon. It’s a promising but contentious technology that could reshape data center hardware.
Samsung’s first tri-folding phone is also its first to run DeX natively without an external monitor. This is a feature previously exclusive to Galaxy tablets, and it’s enabled by the device’s massive 10-inch screen. It could finally make DeX a truly portable productivity tool.
Foxconn has reportedly secured orders to manufacture computing trays for Google’s TPU AI clusters. This move by a top NVIDIA supply chain partner highlights the growing competition in AI accelerators. It shows Big Tech’s custom silicon is gaining real traction.
Intel is turning to Amkor to help manufacture its EMIB advanced packaging technology. This move comes as demand for alternatives to TSMC’s overbooked CoWoS packaging explodes from AI chip designers.
In a surprising internal conflict, Samsung’s chip-making division has reportedly rejected a request for a year’s supply of DRAM from its own smartphone unit. The move, driven by soaring memory prices, could lead to price hikes for future Galaxy phones like the S26.
Apple’s A20 and A20 Pro chips represent the company’s first move to 2nm technology, bringing significant architectural changes beyond just the node shrink. The switch to WMCM packaging and cache improvements could deliver real-world performance gains that matter to users. Here’s what to actually exp
